The Trifecta of Bullish
As we noted yesterday, 2023 is off to a great start for stocks, especially when compared with what we saw in 2022. Well, here’s another potentially bullish development that just triggered. I call it the Trifecta of Bullishness. Yes, I made it up, but I like it. Stocks were up nicely in January, we know …
So Goes January, Goes the Year?
“There is nothing new in the world except the history you do not know.” Harry S. Truman Well, well, well, isn’t this nice? Stocks have come out swinging in 2023, and we are looking at a very solid first month of the year. The next question is, does a good January mean much for the …
FvF On Location: Searching for Buffett
Markets and McMuffins, what could be better? In this episode, Ryan and Sonu take the podcast on the road, to Omaha, Nebraska, to be exact, to channel one of the greats… Or at least eat like him. Buffett, Inflation, and automation are just a few topics on the menu. Join us to hear what …
Why This Stock Market Is Like The Cincinnati Bengals
“Better send those refunds.” Joe Burrow, after beating the Bills 27-10 First things first, I’m a diehard Cincinnati Bengals fan and have been my whole life. One of my first memories was the 1988 season and the crushing last-second defeat in the Super Bowl to Joe Montana and the 49ers. They didn’t win a playoff …
Staying Classy: Market Breadth, Buying Thrusts, and Brian Fantana
“They’ve done studies, you know. 60% of the time, it works every time.” -Brian Fantana (a.k.a. Paul Rudd) in Anchor Man The big rally to start in 2023 is a welcome change from what we saw last year, but the extreme nature of the rally could be a significant clue that higher prices could be …
A Trifecta for Stocks in 2023?
“If you torture numbers enough, they will tell you anything.” Yogi Berra Stocks have seemingly gone up each day this year, which is quite different from what we all experienced last year. Today I’ll look at some potentially positive developments which indeed could have bulls smiling in 2023. It’s been a strong start to 2023, …
Average Isn’t So Average When It Comes To Investing
“There was a statistician, and he stuck his head in a bucket of ice and feet in the oven. They asked him how he felt, and he replied, ‘about average.’” Old statistics joke. First, I wish everyone a happy 2023 and hope you had a great holiday season with family and friends! I love using …
Let’s Look at Stocks Down Two Years in A Row
As bad as 2022 has been for investors, there is a silver lining: back-to-back declines in the S&P 500 are rarer than you may think. If you go all the way back to 1950, the only times that stocks fell in back-to-back years were during the vicious recession of 1973/1974 and then three years in …
What Happens When Everyone Agrees That Stocks Will Fall?
“It’s not what you look at that matters; it’s what you see.” Henry David Thoreau I’ve done this for more than two decades, and I have to say, the general consensus remains that the first half of next year will be rough for stocks, while the second half of the year should be better. But …
Phil Pearlman: Mental Health and Investing
We had a special episode in our latest Facts vs. Feelings podcast, as Sonu and I were joined by the CEO of Pearl Institute, Phil Pearlman, whose goal is to help advisors unlock their freedom through health planning and performance training. Given that everyone will be setting those resolutions soon, we couldn’t think of anyone …